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About the role
Key responsibilities & impact- High level review to ensure quality of client deliverables including research of pension law and regulations
- Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards
- Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans
- Review, prepare and/or certify client projects and ensure accurate client deliverables including: Actuarial valuations and reports, Benefit statements, Plan documents, amendments, employee communications (SPDs, etc.)
- Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
- IRS determination filings and PBGC (Form 500 series) termination submissions
- ASC 715/960
- Perform and review combined plan non-discrimination testing
- Answer technical questions posed by staff
- Research the Internal Revenue Code and other technical resources to resolve client issues
- Provide technical training for staff
- Provide back up to other teams as necessary
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Requirements
What you’ll need- Bachelor’s degree in actuarial science, math or math related field
- Enrolled Actuary designation with 5 years industry experience
- Advanced understanding of pension law
- Plan documents and IRS favorable determination letters
- Actuarial valuations and software systems
- Excellent technical/analytical skills
- Ability to research technical issues
- Ability to explain technical issues to all levels of associates
- Demonstrated expertise with Microsoft Office, particularly Excel applications
- Demonstrated expertise with industry recognized pension valuation software
- Detail and accuracy oriented
- Good time management skills
- Team Player
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Professional development
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
actuarial valuationspension lawcompliancenon-discrimination testingIRS determination filingsASC 715ASC 960technical trainingresearchdata protection
Soft Skills
technical skillsanalytical skillsexplanation of technical issuesdetail orientedaccuracy orientedtime managementteam player
Certifications
Bachelor’s degree in actuarial scienceEnrolled Actuary designation